Planned Giving: The What, Why & How of Legacy Fundraising (with Matt Hugg and Jeannette Edwards)

NPFX: The Nonprofit Fundraising Exchange

Planned giving is a vital part of many nonprofits' fundraising programs, yet some fundraisers or nonprofit leaders are slow to solicit planned gifts. Fear of complicated gifts or uncomfortable conversations with donors can push planned giving to the back burner. In today's podcast episode, our panel explores why planned gifts are so important to nonprofits of every size, common mistakes fundraisers make with planned giving, and how to create a successful planned giving program that can help secure your nonprofit's future.

Free 30-minute consultation for NPFX listeners: http://www.ipmadvancement.com/free

Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to [e-mail].

Additional IPM Resources

IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources

[NPFX Ep. 24] Donor-Advised Funds: Making DAFs Work for Your Nonprofit https://www.ipmadvancement.com/blog/donor-advised-funds-making-dafs-work-for-your-nonprofit

Succeed with Donor-Advised Funds: 7 Creative Strategies https://www.ipmadvancement.com/blog/succeed-with-donor-advised-funds-7-creative-strategies

Matt Hugg is president and founder of Nonprofit.Courses, an on-demand, e-learning resource with thousands of courses specifically for nonprofit leaders, staff, board members and volunteers. He’s the author of the Guide to Nonprofit Consulting, and teaches nonprofit management at several universities, via the web, and in-person in the United States, Africa, Asia and Europe. Matt’s past work includes fundraising for the University of the Arts, Ursinus College, University of Cincinnati and the Boy Scouts of America. He has a BS from Juniata College and an MA in Philanthropy and Development from St. Mary’s University of Minnesota. https://www.nonprofit.courses/ https://www.linkedin.com/in/matthugg/

Jeannette Edwards is Senior Planned Giving Officer for Good Shepherd Rehabilitation Network, a post-acute healthcare organization in Allentown, Pennsylvania, where she manages all aspects of the planned giving program. Jeannette is a member of the National Association of Charitable Gift Planners, Association of Fundraising Professionals, and a board member of the Estate Planning Council of the Lehigh Valley. https://www.GoodShepherdRehab.org/PlannedGiving https://www.linkedin.com/in/jeannette-edwards-ab1b9512/

Alan Knobloch has held positions in the nonprofit sector at The Nature Conservancy Arizona, St. Joseph’s Hospital and Barrow Neurological Institute, Phoenix Children’s Hospital Foundation, and Valley of the Sun United Way. In addition to being a Certified Fund Raising Executive from the Association of Fund Raising Professionals, he has earned a diploma from the National Planned Giving Institute from the College of William and Mary.

Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development.

Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics.